Are you smarter than your clients?

SAVVY CLIENTS

clock

The post-financial crisis investor is increasingly well informed. Charlotte Richards looks at how advisers are meeting this new breed of client halfway.

The combination of a turbulent economic environment and the power and reach of the internet has left clients more informed and attuned to what is going on in the economy. That can only be a good thing; savvier consumers may be more likely to seek out financial advice. Ashley Clark, chartered financial planner and director of online advice proposition Need an Adviser, has certainly seen a change in clients’ attitude. He says they have become increasingly aware of the investment climate thanks to front page headlines in daily newspapers and on websites. But what does this mean for th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Starmer called on to make financial education compulsory

Starmer called on to make financial education compulsory

Businesses sign open letter amid curriculum review

Jen Frost
clock 07 October 2024 • 3 min read
PA Working Lunches: Asia growth waves - register today to hear from Baillie Gifford

PA Working Lunches: Asia growth waves - register today to hear from Baillie Gifford

Join us for an informative session worth one hour of CPD

Professional Adviser
clock 07 October 2024 • 1 min read
Editor's view: Budget controversy and PA360 North

Editor's view: Budget controversy and PA360 North

The editor's Friday Night Takeaway from 4 October

Jen Frost
clock 04 October 2024 • 2 min read